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Description
Oversee, market, and regulate client retainers and inquiries seamlessly. Effortlessly handle each request from clients. The Client Portal requires a unique Username and Password for secure access. Clients can monitor the remaining time on their retainer and can buy additional hours if necessary. Projects can be exported in PDF format for easy sharing. Users can submit work requests through a tailored form, and the approval requests feature can be toggled on or off as needed. Time can be added to a request either manually or by using a timer, allowing flexibility in management. Requests can be set to either appear or remain hidden, and clients can open requests without receiving notifications. There is an option to require approval or not before closing requests, with restrictions on sending new requests if there are no available hours. Payments are credited directly to your PayPal or Stripe account with a 0% processing fee, ensuring you maintain complete control. The intuitive client access dashboard allows for immediate visibility of all client activities, including real-time updates on online clients and the availability of managers, enhancing overall efficiency and communication.
Description
Docket serves as a tool for managing scope changes specifically designed for studios and agencies, addressing a common oversight in tracking mid-project client requests. Clients can easily submit change requests via a structured link that doesn't necessitate account creation, where they outline their desires, rationales, reference materials, and deadlines. Once a request is made, you are promptly notified to evaluate its implications, allowing you to accept, decline, or initiate a discussion, while also incorporating cost and timeline estimates. Docket then produces a clear summary — for example, "Adding the dashboard: +3 days, +$800. Approval required before work begins" — and circulates this information back to the client as a link, making it convenient for them to approve or reject the request within seconds.
Each approval process is meticulously timestamped, attributed, and archived permanently, complete with email notifications and click tracking, along with optional verification for projects of high financial significance. The comprehensive log associated with every project is filterable and can be exported as a signed PDF, which is valuable for invoicing or resolving any disputes that may arise, ensuring a transparent and organized workflow. Furthermore, this structured approach enhances communication and accountability between agencies and clients, minimizing misunderstandings and streamlining project management.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$12 per month
Free Trial
Free Version
Pricing Details
$79/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Clientrol
Founded
2016
Country
Ireland
Website
clientrol.com
Vendor Details
Company Name
Docket
Founded
2026
Country
United States
Website
scopedocket.com
Product Features
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
Product Features
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
Alternatives
Alternatives
No Alternatives